Closing a Team To-do

You can close a team to-do from the team to-do card.

To Close a Team To-do of the Type Blank, Phone Call, or Meeting:

  1. Open the To-do Card and browse to the team to-do you want to close.

  2. Click the AssistButton in the Completed By field.

  3. Select the salesperson who completed this to-do.

  4. Click Yes in the message box that appears to close the to-do.


When closing a team to-do, you are given the option to register an interaction log entry for this to-do.

A notification will be sent to team members who have selected the Notify me of team to-do changes check box on their salesperson cards and have an e-mail address filled in.

Related Topics

Converting Team To-dos

Creating Team To-dos

Reassigning a Team To-do to Another Team